HSBC Global Viewpoint

In this edition, James Rydge, Head of ESG Research, EMEA, explains one of the newest acronyms in the European Union's journey to a net zero economy, CBAM, and the long-term impact it may have on the region's biggest industrial carbon dioxide emitters. Disclaimer: https://www.research.hsbc.com/R/51/rMBMW6s Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Fred and Herald discuss how expectations of lower US interest rates are supporting Asian equities. Paul Bloxham joins the conversation from Sydney to talk inflation challenges in Australia and New Zealand, as well as the global commodities outlook. Disclaimer: https://www.research.hsbc.com/R/51/TFTC7pF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

James Pomeroy looks at how advances in AI could reshape the world of work, Fabio Balboni explains why ECB rate hikes may hurt growth more than expected and Jon Brandt considers how China’s reopening could boost metals prices. Disclaimer: https://www.research.hsbc.com/C/1/1/320/nHXXldS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

In our new mini-series ‘Transition Pathways’, we’ll be having conversations about some of the most carbon intensive industries. We’ll explore how they’re moving forward on the path to net zero and examining some of the macro drivers, demands and innovation influencing their strategies. In our first episode, we discuss the survey findings from 300 global energy companies which reveal how they are making the transition to a more sustainable future, with HSBC’s Group Head of Climate Transition, Seb Henbest. If you would like to explore more of the findings discussed in this episode or further insights relating to Transition Pathways visit our website.  Hosted on Acast. See acast.com/privacy for more information.

Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook for the oil and gas markets. Disclaimer: https://www.research.hsbc.com/R/51/NJBKCdv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy in the region, where China is both the leading polluter and number one name in solar and wind. Disclaimer: https://www.research.hsbc.com/R/51/FjWqvLS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and whether emerging market assets can recover some of the deep losses seen over the past two years.Disclaimer: https://www.research.hsbc.com/R/51/mwJssbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond. Disclaimer: https://www.research.hsbc.com/R/51/76bBVxx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may be overly optimistic on how quickly they can return inflation to their 2% target.Disclaimer: https://www.research.hsbc.com/R/51/zMDj6xp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation and China’s grand re-opening.Disclaimer: https://www.research.hsbc.com/R/51/czw7wxr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen finds investors are turning more bullish in our latest EM sentiment survey. Disclaimer: https://www.research.hsbc.com/R/51/qlczm69 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market developments could affect inflation and James Pomeroy assesses a divide in the latest economic data. Disclaimer: https://www.research.hsbc.com/C/1/1/320/PR9lVgN |  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins from the recent COP27 global climate negotiations.Disclaimer: https://www.research.hsbc.com/R/51/JKzkjCB  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn with #HSBCresearch or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region. Disclaimer: https://www.research.hsbc.com/R/51/6H7RLBJ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.

In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Bank of St. Louis, on the Federal Reserve’s efforts to tame inflation and how quantitative tightening is affecting global markets. This episode was recorded from a virtual event on Sept. 29. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Economists John Baffes and Peter Nagle as they discuss the larger backdrop against which global food prices are rising, the factors that are directly impacting these price changes and finish by taking a look at what the policy response has been and the knock-on consequences of higher prices. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help lower inflation and Chris Hare examines the prospects for a recession in Europe. Disclaimer: https://www.research.hsbc.com/R/51/cH2Rcxd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.

With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how it could impact the economic outlook for the country and beyond. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz Martins examines the new UK government’s plans to plug the fiscal shortfall. Disclaimer: https://www.research.hsbc.com/R/51/tnslnDz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.

In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commodity prices and inflationary shocks. How should investors approach this complex and somewhat tricky environment, and what are the bright spots? Dr. Murat Ulgen HSBC’s Global Head of Emerging Markets Research, and Celina Apostolo Merrill, Portfolio Manager of Emerging Market Corporate Debt at Blackrock, join host Cary Goodwin, Head of Institutional Sales, Americas & Head of Global Debt Market Sales at HSBC, for this conversation. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, about the modern growth drivers that we think can push GDP beyond its 6% average in recent years. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

HSBC Global Chief Economist Janet Henry leads a panel of distinguished speakers discussing the current challenges facing EM economies across the globe – and the positive signs that may yield opportunities going forward. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

As wealth rises in emerging markets, we are seeing the rise of the family office across these regions, with the fastest regions for growth being Asia and MENA. Why might a family consider setting up a family office? What are the key considerations? And, how does HSBC work to help clients in this position. Hear from wealth, advisory and private banking experts on this subject.Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC. Hosted on Acast. See acast.com/privacy for more information.

In the final episode of our Sibos podcast miniseries, TMI’s Eleanor Hill is joined by Nadine Lagarmitte, Neil Atkinson and Vinay Mendonca as they look back at Sibos 2022. Our guests discuss the prevalent topics from the event such as payment APIs, digital innovation, global trade and also share their key take-aways from our week in Amsterdam. Hosted on Acast. See acast.com/privacy for more information.

Two veteran observers of emerging markets, Surendra Rosha, Co-CEO APAC, HSBC, and Mark Tucker, HSBC Group Chairman, examine the current environment, exploring inflation, the possibility of a recession, strengths, downside risks, and more. The speakers take a deep dive into particular regions and the effects of current geopolitical events, making for a fascinating and comprehensive conversation on the subject that is not to be missed. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

The finance industry is experiencing its “Blockbuster to Netflix” moment as digital innovations like DLT are revolutionising how banking works and what clients expect from service providers. This conversation features some of the bank’s senior most leaders in a fascination conversation around what is driving digital innovation in financial services.Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.

We look at whether the latest economic data could drive a dovish turn by central banks, find out how power cuts and transport disruptions are hurting South Africa’s growth outlook and consider whether oil prices are poised to hit triple digits. Disclaimer: https://www.research.hsbc.com/R/51/zDJ7mVB. Stay connected and access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.

With much of the region and the world fearing the effects of slowing trade and recession risk, Fred Neumann sits down with ASEAN Economist, Yun Liu, to discuss two Asian economies with a far brighter outlook. Disclaimer: https://www.research.hsbc.com/R/51/qzhpLBv To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/en-gb/campaigns/global-research/open-pass Hosted on Acast. See acast.com/privacy for more information.

We assess the differing monetary policy paths of the US and UK following large rate rises and look at what a peak in the dollar could mean for emerging market currencies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Wai-Shin Chan previews the UN climate talks in Egypt in November amid economic and geopolitical tensions; Amit Shrivastava tracks the market performance of climate-related stocks. Disclosures and Disclaimers can be found here. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

We assess the outlook for Europe’s monetary policy following the ECB’s latest rate hike, consider what’s next for the EUR and USD, and look at what to expect after the global trade boom. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

With China GDP beating expectations, but the economy still facing challenges on multiple fronts, Fred Neumann sits down with Chief China Economist Jing Liu to discuss the next steps for the world’s second largest economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Following Liz Truss’s resignation as prime minster, we look at what’s next for the UK economy, rates and GBP ahead of the scheduled budget on 31 October. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

During this episode we speak with leaders from different sectors about how they are thinking about and implementing the transition to low and zero carbon energy. What are the challenges they face? How are their business operations evolving in light of the transition? And, how is it all being financed?  To find out how HSBC is supporting businesses on their sustainable ambitions, click here. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Wai-Shin Chan, Head of the Climate Change Centre of Excellence and Global Head of ESG Research at HSBC, talks with Nigel Topping, the UK's High-Level Climate Action Champion, and Jenny McInnes, Group Head of Sustainability Policy & Partnerships at HSBC, about the road to COP27. What has been learned from COP26 and which policies and promises have been acted on? And what can we expect from this year’s event? To find out how HSBC is supporting businesses on their sustainable ambitions, click here. Hosted on Acast. See acast.com/privacy for more information.

We take an in-depth look at what’s going on in the UK bond market following another week of turbulence and look at whether there will be any respite for emerging markets assets amid mounting economic challenges. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

With the peak-pandemic trade surge a thing of the past and freight rates plummeting, Fred Neumann talks to Shanella Rajanayagam and Parash Jain about the outlook for shipping and trade, and what it could mean for export-reliant Asian economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

In this episode of Emerging Markets Spotlight, Dr. Murat Ulgen, Global Head of Emerging Markets Research at HSBC, speaks with Mary Therese Barton, Head of Emerging Market Fixed Income at Pictet AM about how emerging markets have evolved over the last 20 years and how investment in this asset class could change in the face of rising inflation and looming recessions. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s leading institutional investors. For further insight and information around emerging markets, visit https://www.gbm.hsbc.com/en-gb/campaigns/accessing-emerging-markets-2022 Hosted on Acast. See acast.com/privacy for more information.

We look at how UK gilts have been a source of volatility for global bond markets, consider how setting appropriate policy in Europe has become even harder and assess how quantum computing could disrupt the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann is joined by HSBC’s Chief Economist for Australia, New Zealand and Global Commodities, Paul Bloxham, to discuss divergent policy moves by the RBA and RBNZ, as well as the outlook for commodities and what it implies for Asia. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

The application of digital innovation in the context of the trade finance space cannot be understated. In the latest episode of our Sibos miniseries, HSBC’s Vinay Mendonca and Contour’s Carl Wegner discuss how, with powerful API tools at their disposal and a willingness to co-create, treasurers can capitalise on the increasingly digital trade finance environment. Our guests provide early insight into how APIs are being leveraged to facilitate data-based credit decisioning. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.

We assess the implications of a volatile week for UK financial markets, look at how headwinds to growth are set to stiffen across much of Asia and find out why investors have become even more bearish on emerging market assets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here  Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann, Head of Asian Economics Research, is joined by Steven Sun, Head of Research at HSBC Qianhai Securities, to discuss why Chinese equities have slumped in 2022, and whether the country is headed for a Japan-style balance sheet correction. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Why should treasurers be interested in CBDCs, and how can they prepare for an environment where these types of currencies are commonplace? This episode in our Sibos podcast miniseries follows last year's digital asset deep dive, with HSBC’s Mark Williamson once again joining TMI's Eleanor Hill, alongside special guest Søren Mortensen from IBM to explore how attitudes have changed to CBDCs over the last 12 months. Our guests also provide insight on a ground-breaking project between HSBC, IBM and Banque de France that leveraged CBDCs to create an FX settlement capability. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.

We assess this week’s hefty transatlantic rate rises and why China’s economic recovery might be more gradual than expected. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Listen now to Murat Ulgen, HSBC's Global Head of Emerging Market Research, for an in-depth discussion with Piers Butler as they explore some of the key questions facing EM investors today. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

Fred Neumann and Herald van der Linde welcome Head of European Oil and Gas Research, Kim Fustier, to the podcast for a discussion on how Europe’s energy crisis is sending ripples across Asian markets and economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

In this edition, Yaryna Kobel, Mark McDonald and Camila Sarmiento focus on how we've applied data science to determine whether corporate diversity discussions are being matched with action. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.

We assess the latest developments in the gas market as the supply crunch intensifies, look at what Brazil’s October election could mean for the economy and consider whether USD strength can continue.Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.

Herald van der Linde and Fred Neumann delve into the recent crop of Asian corporate earnings, discussing how particular sectors have performed and what their results mean for regional markets and the broader economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.